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1. Compute gross margin , contributory income and operating income for both rest

ID: 2568216 • Letter: 1

Question

1. Compute gross margin , contributory income and operating income for both restaurants.

2. Calculate a common-size vertical income statement for each restaurant.

$38,700

$18,800

Comment on the performance of each restaurant. Would you invest in A or B?


Calculate a common-size vertical income statement for each restaurant: Rest A % Rest B % Sales $250,000 $205,000 Cost of Sales 140,000 78,000 Gross Margin 110,000 127,000 Wage Expense 35,500 71,000 Supplies Expenses 15,000 17,000 Other Direct Costs 6,500 6,100 Contributory Income 53,000 32,900 Rent Expense 7,500 8,500 Insurance Expense 2,500 2,000 Other Indirect Exp. 4,300 3,600 Operating Income

$38,700

$18,800

Comment on the performance of each restaurant. Would you invest in A or B?


Explanation / Answer

Common-size Vertical Income Statement for Two Restaurants –A and B:

Calculation of common-size income statement for each restaurant:

Restaurant A

%

Restaurant B

%

Sales

250000%

100

$205,000

100

Cost of Sales

$140,000

56%

$78,000

38.05%

Gross Margin

$110,000

44%

$127,000

61.95%

Wage Expense

$35,500

14.20%

$71,000

34.63%

Supplies Expense

$15,000

6%

$17,000

8.30%

Other Direct Costs

$6,500

2.60%

$6,100

3%

Contributory Income

$53,000

21.20%

$32,900

16.05%

Rent Expense

$7,500

3%

$8,500

4.15%

Insurance Expense

$2,500

1%

$2,000

0.98%

Other Indirect Expense

$4,300

1.72%

$3,600

1.76%

Operating Income

$38,700

15.48%

$18,800

9.17%

Comment on the performance of each restaurant –

Restaurant A

The cost of sales of restaurant A is high, which caused a reduction in gross margin. Among all other direct and indirect expenses, wage expense is relatively high. Hence, the direct costs accounted for almost 50% of gross margin thereby reducing contributory margin to 21.2%

The operating expenses such as rent, insurance and other indirect expenses are marginal resulting in a net profit of 15.48%. Considering the vertical analysis percentages, the performance of Restaurant A is good except for the considerable portion of cost of sales and wage expense.

Restaurant B

The cost of sales of restaurant B is less, resulting in a good gross margin. However, the high wage expense accounted for almost 56% of gross margin, which made the restaurant post a relatively less contributory margin.

The operating expenses including, rent, insurance and other indirect expenses are marginal resulting in a net profit of 9.17%. Considering the vertical analysis percentages, the Restaurant B incurred huge wage expense which impacted its overall profit.

Comparison of the performance of two restaurants:

Comparatively, the overall performance of Restaurant A is better than Restaurant B. Though Restaurant B recorded higher gross margin (61.95%) than Restaurant A (44%), the huge wage expense of restaurant B impacted its contributory margin. Hence, the contributory margin and the operating income of restaurant A are better than restaurant B.

The operating expenses including the indirect expenses of both the restaurants are marginal, with A recording lesser percentages than B.

From the given data, Restaurant B seems to have lesser control on its wage expense, which is more than 50% of Restaurant A. Also, the net operating profit of A is much higher than that of B.

Hence, from the given data and percentages, Restaurant A seems to have better control on its expenses and records a satisfactory net operating income.

The recommendation for investment is Restaurant A.

Calculation of common-size income statement for each restaurant:

Restaurant A

%

Restaurant B

%

Sales

250000%

100

$205,000

100

Cost of Sales

$140,000

56%

$78,000

38.05%

Gross Margin

$110,000

44%

$127,000

61.95%

Wage Expense

$35,500

14.20%

$71,000

34.63%

Supplies Expense

$15,000

6%

$17,000

8.30%

Other Direct Costs

$6,500

2.60%

$6,100

3%

Contributory Income

$53,000

21.20%

$32,900

16.05%

Rent Expense

$7,500

3%

$8,500

4.15%

Insurance Expense

$2,500

1%

$2,000

0.98%

Other Indirect Expense

$4,300

1.72%

$3,600

1.76%

Operating Income

$38,700

15.48%

$18,800

9.17%